One shareable case room, counsel, adjuster, expert, and mediator, each with their own view. BETA
A single, permissioned case room where counsel, the adjuster, a retained expert, and a mediator each see only what their role is entitled to, no more emailing exhibits back and forth. Access is scoped per role and revocable at any time, and every view or download is logged to the case's audit trail.
Role-scoped views, one shared room.
Counsel gets the full case room. The adjuster sees the claims-relevant subset. A retained expert sees evidence and imaging. A mediator sees a settlement-relevant summary view. Everyone works from the same room, on their own scoped view, instead of separate email threads and attachments.
Not the same as a shared link, or your internal workspace split.
Secure Case Sharing is the general-purpose way to share a file externally. The Data Room goes further: it models the actual roles on a med-legal matter with a pre-scoped view for each. Privilege-Aware Workspace Split covers the internal side, your own team's views inside your own workspace.
Access configuration, not a legal opinion about what may be shared.
Role-based views reduce the risk of over-sharing between parties who shouldn't see each other's material. That is a configuration choice, set by whoever administers the room.
It is not a substitute for the underlying legal and ethical rules each party must still follow, privilege, confidentiality, discovery obligations, or professional conduct rules. Counsel and each party remain responsible for what actually gets shared, with whom, and why.
From four inboxes to one room.
Three steps, set once per matter.
Counsel, adjuster, expert, mediator, invited into one case room.
Pre-scoped to what that role is entitled to on this case.
Every view and download logged; access can be pulled any time.
Who shares a room.
Every party on a matter that currently exchanges exhibits by email.
Counsel keeps the full room; opposing parties see only their scoped view.
For law firmsAdjusters see the claims-relevant subset, without a full file dump.
For carriersRetained experts see evidence and imaging, scoped to their engagement.
For IME orgsCoordinate across counsel, adjuster, and expert without juggling threads.
For TPAsMed-Legal Data Room, answered.
It's a single, permissioned case room where counsel, the adjuster, a retained expert, and a mediator each see only what their role is entitled to, instead of emailing exhibits and reports back and forth between separate inboxes.
No. Access controls are configuration, not a substitute for the underlying legal and ethical sharing rules each party must still follow. What a party may share, with whom, and under what confidentiality or privilege terms, remains that party's own responsibility.
Secure Case Sharing is the general mechanism for sharing a file or link externally with access controls. The Med-Legal Data Room is purpose-built around the med-legal roles themselves, counsel, adjuster, expert, mediator, with pre-scoped views for each, not just a shared link.
Privilege-Aware Workspace Split governs your own internal team's views inside one organization's workspace. The Med-Legal Data Room governs sharing across separate organizations and roles, counsel, adjuster, expert, and mediator, each outside your own workspace.
Yes, in beta. The Med-Legal Data Room is live and testable now, and we're refining the role views hands-on with early customers. If your use case is a good fit, we'll work with you directly.
Put your next matter in one room.
Join the beta and set up role views for counsel, adjuster, expert, and mediator. Handled under our BAA; never used to train a model.